Filed June 29, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,465 | $46,869-43.5% | $122,332-78.4% | $70,131-62.3% |
| Participation rate | 72.4% | 58.2%+14.2pp | 71.6%+0.7pp | 69.5%+2.8pp |
| Annual return | 12.33% | 24.22%-11.9pp | 30.27%-17.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,694 | $1,288+31.6% | $4,050-58.2% | $2,342-27.7% |
| Participant deferral / active EE | $1,087 | $2,166-49.8% | $3,287-66.9% | $3,332-67.4% |
| Admin fee / account holder | $3,511 | $3,322+5.7% | $5,478-35.9% | $4,645-24.4% |